anubis

@upperouestside

Journeying, studying, eating. Macro PM. Mostly want a nap.

Vrijeme pridruživanja: kolovoz 2015.

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  1. 23. lis 2019.

    Does anyone have a good piece outlining calculation/examples of denominator in SLR for banks? Could be bank rsch, BIS paper or otherwise.

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  2. 14. ruj 2019.

    .p,d

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  3. 16. kol 2019.

    One of the best things I've seen on Twitter.

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  4. 27. srp 2019.

    Has anyone done any work demonstrating affect of swings in the TGA balance on agg. reserves? Is the the beta anywhere near 1? Do increases in bill issuance simply exacerbate reserve hoarding or act through a different channel?

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  5. proslijedio/la je Tweet

    Pence was set to criticize China's human rights record on the Tiananmen Square anniversary—until Trump stepped in. Trump delayed the speech to avoid upsetting China ahead of the G-20, Bloomberg reports. He also put off sanctions Pence planned to preview.

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  6. 26. svi 2019.
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  7. 22. tra 2019.

    If the Fed were to tweak IOER again, would it be with the purpose of keeping EFFR on par with or below IOER? Said another way, are FF futs trading below 2.40 pricing in a cut or a tweak or both?

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  8. 3. velj 2019.

    Makes you wonder why arms of the Fed are emphasizing these aspects of the jobs report? Either post-hoc rationalization of dove turn, or they genuinely see something worrisome around the corner?

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  9. 14. sij 2019.

    Contextually, intentionally and semantically, this is effectively an entirely different statement than the "last hike" soundbite being touted on Bloomberg screens. This misuse of language seeps into collective psychology (and ultimately Fed Funds pricing).

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  10. 14. sij 2019.

    "Perhaps another interest rate or two, get a little closer to 3 percent, I think that’s perfectly possible.."

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  11. 14. sij 2019.

    "*If* there is a downturn in the global economy and it spills over to the United States, we could have seen the last interest rate increase for this cycle --that’s a possibility...’

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  12. 14. sij 2019.

    It's remarkable how fast and loose finjournos play with creating/tailoring headlines sans context that reflexively affect the markets. Case in point the Yellen headlines re: 'last hike'

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  13. 30. pro 2018.

    The wall for kids who can't read good and want to do other things good too NEEDS TO BE AT LEAST THREE TIMES BIGGER THAN THIS. What is this? A WALL FOR ANTS?

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  14. 29. pro 2018.

    When DC trifling and shenanigans accost you on your Saturday run.

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  15. 25. pro 2018.
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  16. 25. pro 2018.
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  17. 24. pro 2018.

    The almost sequential scarring from Argy, Turkey then AMLO-induced outflows in Nov catalyzed a massive outflow from EM leaving little room for a further sell off. Positioning imo is explaining 95% of this move localized to the US.

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  18. 24. pro 2018.

    Does no one notice that this carnage is locally and acutely a US phenonemon (and a bit of Japan)? Notice EEM not nearly as damaged (1 of 2).

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  19. 23. pro 2018.
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  20. 21. pro 2018.

    Can someone tell me with a straight face that the 7% drop in spx over the past week was because the Fed is allowing bonds with scant duration left to mature?

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